All articles

Invoices

• Invoices ready to send
• Invoices sent
• Invoice setup
• Trading Terms
• Splitting an invoice

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Contacts

• Adding new contacts in the portal
• Deleting contacts in the portal
• Viewing your contacts list in the portal
• Editing contacts in the portal
• How to link a contact to a pool.

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My Account

• Your organisation
• Your team
• Plan and Payment
• Xero integration
• Quote Setup

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Jobs

• Creating a job in the portal
• Managing recurring jobs
• Rescheduling a job in the portal
• Editing a job in the portal
• Reassigning a job in the portal

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Pools

• Linking and unlinking contacts in the portal
• Deleting a pool in the portal
• Editing a pool in the portal
• Viewing your pool list in the portal
• Creating a pool in the portal

Pooltrackr Lab

• WaterLink Connect 2
• Configuring your Spin
• Doing a water test
• Getting started
• Providing your customers with their test results

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Settings

• Water Testing
• Dosage groups
• Products
• Custom Exceptions
• Pool characteristics

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SMS

• SMS setup
• SMS set up (new)

Quotes

• Creating a quote in the portal
• Viewing a quote in the portal
• Converting quotes to jobs in the portal
• Editing a quote in the portal
• Sending a quote in the portal

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Updates

• Release notes

Dashboard

• Dashbaord

Campaigns

• Campaigns

Mobile app

• Login
• Completing a job
• Quotes
• Managing contacts and pools
• Linking Spin Device to Pooltrackr mobile app